Client Advisory Associate (Risk & Wealth)

Merit Personnel; Hong Kong; On-site; HKD 201,000 - 335,000; Full time

Benefits offered by this job

Financial sponsorship for licensing (2

Mentorship & fieldwork

Flexible Wan Chai office

Job summary

Merit Personnel in Wan Chai is seeking a Client Advisory Associate (Risk & Wealth) to build a professional advisory career. The role offers licensing sponsorship (HKFI/IIQE) and direct mentorship, with a focus on holistic risk assessment and wealth protection solutions for clients.

Join a client-centric brokerage to gain hands-on experience in personal, family, and business risk management, while developing relations with clients and keeping up-to-date on market trends and estate planning

Qualifications

• Bachelor's degree in any discipline (Business, Finance, Marketing, or related fields preferred).
• Strong interpersonal skills with a passion for helping people protect and grow their assets.
• Proactive mindset with a willingness to obtain HKFI/IIQE licenses (Papers 1, 3, 5).
• Fluency in Cantonese / Mandarin; proficiency in English is an asset.
• Fresh graduates and career changers looking for a professional advisory pathway are welcome.

Responsibilities

• Holistic Advisory: Conduct financial health checks to help clients identify exposure to personal, family, and business risks.
• Tailored Solutions: Compare and structure customized insurance, savings, and wealth protection strategies using our multi-carrier platform.
• Relationship Management: Build and maintain long-term trust with clients through regular portfolio reviews and service updates.
• Continuous Learning: Stay informed on market trends, tax/estate planning fundamentals, and medical/life insurance products.

Skills

Interpersonal skills

Proactive mindset

Cantonese/Mandarin

English helpful

Education

Bachelor's degree

Job description

Client Advisory Associate (Risk & Wealth)

Join our team in Wan Chai as aClient Advisory Associate (Risk & Wealth). As an independent financial brokerage firm, we provide objective, client-centric advice by representing multiple product providers.

We are looking for motivated individuals who want to build a long-term professional career in risk management, estate planning, and wealth preservation - backed by complete licensing sponsorship and direct mentorship.

What You'll Be Doing

Holistic Advisory: Conduct financial health checks to help clients identify exposure to personal, family, and business risks.

Tailored Solutions: Compare and structure customized insurance, savings, and wealth protection strategies using our multi-carrier platform.

Relationship Management: Build and maintain long-term trust with clients through regular portfolio reviews and service updates.

Continuous Learning: Stay informed on market trends, tax/estate planning fundamentals, and medical/life insurance products.

What We're Looking For

Bachelor's degree in any discipline (Business, Finance, Marketing, or related fields preferred).

Strong interpersonal skills with a passion for helping people protect and grow their assets.

Proactive mindset with a willingness to obtain HKFI/IIQE licenses (Papers 1, 3, 5).

Fluency in Cantonese / Mandarin; proficiency in English is an asset.

Fresh graduates and career changers looking for a professional advisory pathway are welcome.

What We Offer

Financial Security: Competitive monthly business allowance / package + high-yield commission structure and performance bonuses.

100% Exam & Licensing Sponsorship: Full sponsorship for IIQE study materials, exams, and professional development courses.

1-on-1 Mentorship & Joint Fieldwork: Guided directly by senior managers during client meetings to build your confidence and closing rate.

Work-Life Balance & Flexibility: Dynamic, supportive culture in a convenient Wan Chai office with flexible work schedule options.